Assessments & Rounds

Assessments that are easier to assign and track

Patient assessments, daily rounds, and employee surveys can start from a versioned template and configured schedule. Staff receive an assignment queue, while supervisors can review recorded completion, outstanding work, results, and exports.

Build once
Versioned templates, reused everywhere
Recurring
Scheduled assignments that fill the queue
iPhone + web
Conduct at the bedside or the desk
Conduct rounds

A queue, not a clipboard

The hard part of assessments is often tracking assignments through completion. Staff can open the Companion app to a queue of configured work, conduct an assessment at the bedside or workstation, and update its status. Supervisors can review recorded completion and outstanding assignments.

A daily conduct queue shows configured assignments that are due
Assessments conducted bedside on iPhone, or at any workstation
Straggler tracking surfaces who hasn't been assessed yet
Every response tied to the resident and the staff member who conducted it
Works for daily rounds, care assessments, and spot checks alike
Build templates once with multiple question types and versioning
Target the right audience — patients, employees, or facility-wide
One-off or recurring schedules, set per facility
Public and email forms collect responses from outside the building
A starter template library gets you going on day one
Results dashboards with one-click exports
Templates & scheduling

Design once, schedule recurring assignments

Versioned templates help an assessment evolve while preserving available history. Assign a template to an audience, choose a cadence—weekly rounds, a monthly employee pulse, or quarterly reviews—and the system can create the configured assignments for staff follow-through.

Beyond the bedside

One engine, every audience

Employee surveys

Pulse your staff, not just your visitors — same templates, same scheduling, same reporting.

Public & email forms

Collect responses from family members or staff who aren't standing in the building.

Scheduled & recurring

Assignments generate on cadence per facility, so nothing depends on someone remembering.

Exports & reporting

Completion dashboards and response exports, ready for QA meetings and surveyors.

Visitor-facing surveys with sentiment analysis live in Reputation Management; conduct on the go with the Companion app.

Put your rounds on rails

Bring one assessment you run today and we'll rebuild it live — template, schedule, conduct queue, and export.

Request a Demo